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YOUR ESOP EXPERTS
Independent Trustee and Fiduciary Services Specifically Designed with Employee Stock Ownership Plans in Mind
TRANSACTION
TYPES
INITIAL TRANSACTIONS
Whether you have a 100% family-owned business or you have multiple founders, we can help you understand the ins and outs of creating your ESOP.
SALE TO THIRD PARTY
As a trustee, we will review all the transaction details and valuation, conduct participant education and pass through voting.
SECOND STAGE
If you have an ESOP and want to diversify, restructure or convert to a corporation, we can help.
SALE OF PROPERTY
We can serve an independent trustee/fiduciary to the ESOP involving the proposed real estate sale to the business.
OUR VISION
To provide unparalleled value & service to the ESOP community.
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